Anna-Marie (Marie) Smith
Director of Training
Anna-Marie (Marie) Smith, CLU, ChFC, CFP®, has been with Northeast Planning Associates, Inc. for 20 years. Marie developed the training program used with new advisors and our CPA Partners.
The training program has been expanded to include continuing education for all NPA advisors through monthly Webinars, Regional Training programs and Advisor University, a "peer to peer" educational format where successful advisors share their insights.
In addition to her role as Director of Training, Marie supports Matt Eaton in providing technical support to NPA's Financial Advisors and Partners. She is also familiar with a variety of financial planning software programs and works closely with advisors in developing financial plans for their clients.
Prior to joining NPA, Marie was a Brokerage Manager for National Life of Vermont, representing their products and services to advisors throughout New England. She is the Former President of the New Hampshire Society of Financial Service Professionals and has served on the Board of Directors for Moore Center Services, Inc., an area agency serving individuals with intellectual and developmental disabilities and acquired brain disorder (ABD) in Manchester and the surrounding area. She is Series 6, 7, 24, and 65 registered with LPL Financial. Marie has a Master of Science in Financial Services from the American College in Bryn Mawr, PA.
Marie resides in Wakefield, NH with her husband, Roger. They have an adult daughter and two grandchildren.